CSM Advisors, LLC

13F filer · CIK 0001863523

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$4.68BU.S. long equity reported on 13F

Positions36947 new · 32 closed

Net flow last quarter-$22.2MBuys minus sells

Top 10 positions weight22.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026369 positions
AAPLApple Inc.	$202M	4.30%	0.00%	+44.6%	Q1 2021
NVDANvidia Corp	$151M	3.23%	0.00%	+7.5%	Q1 2023
AMZNAmazon Com Inc	$126M	2.69%	0.00%	+68.2%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$121M	2.58%	Not reported	+25.0%	Q2 2021
GOOGLAlphabet Inc.	$115M	2.45%	0.00%	+17.0%	Q2 2021
QQQInvesco QQQ Trust, Series 1	$113M	2.41%	Not reported	Not reported	Q2 2021
CATCaterpillar Inc	$64M	1.37%	0.01%	-14.9%	Q4 2023
USBUS Bancorp \de\	$62.8M	1.34%	0.07%	-0.3%	Q1 2021
CMICummins Inc	$58.4M	1.25%	0.06%	-8.4%	Q2 2025
AVGOBroadcom Inc.	$58.3M	1.25%	0.00%	-4.7%	Q4 2023
JNJJohnson & Johnson	$55.8M	1.19%	0.01%	-1.4%	Q2 2021
DALDelta Air Lines, Inc.	$50.5M	1.08%	0.08%	-1.1%	Q1 2021
HIGHartford Insurance Group, Inc.	$49M	1.05%	0.14%	+19.5%	Q2 2025
CCitigroup Inc	$47.4M	1.01%	0.02%	-0.9%	Q2 2025
GOOGAlphabet Inc.	$47.3M	1.01%	Not reported	-5.2%	Q1 2021
JPMJPMorgan Chase & Co	$47.1M	1.01%	0.01%	-1.7%	Q1 2021
MSFTMicrosoft Corp	$45.4M	0.97%	0.00%	-49.3%	Q1 2021
BNYBank of New York Mellon Corp	$41.4M	0.88%	0.04%	-10.0%	Q1 2021
MOAltria Group, Inc.	$40.6M	0.87%	0.03%	+9.7%	Q2 2025
VZVerizon Communications Inc	$40M	0.86%	0.02%	+20.0%	Q2 2025
CSCOCisco Systems, Inc.	$38.8M	0.83%	0.01%	-51.5%	Q1 2021
CVXChevron Corp	$37.6M	0.80%	0.01%	+8.2%	Q1 2021
TSLATesla, Inc.	$37.6M	0.80%	0.00%	-3.5%	Q4 2024
GSGoldman Sachs Group Inc	$37.5M	0.80%	0.01%	-2.1%	Q1 2021
ABBVAbbVie Inc.	$36.1M	0.77%	0.01%	+13.8%	Q2 2025
SYFSynchrony Financial	$34M	0.73%	0.14%	-0.8%	Q2 2025
AMDAdvanced Micro Devices Inc	$33.5M	0.71%	0.00%	-12.4%	Q1 2023
LLYELI LILLY & Co	$33M	0.70%	0.00%	-5.5%	Q2 2021
EOGEog Resources Inc	$32M	0.68%	0.05%	-1.4%	Q1 2021
GMGeneral Motors Co	$31.5M	0.67%	0.05%	+18.0%	Q3 2025
KLACKla Corp	$27.6M	0.59%	0.01%	-46.6%	Q1 2024
DUKDuke Energy CORP	$27.4M	0.59%	0.03%	-0.9%	Q2 2025
NEENextera Energy Inc	$27.1M	0.58%	0.01%	+12.9%	Q1 2021
SHELShell plc	$26.8M	0.57%	0.01%	-1.0%	Q2 2025
ELVElevance Health, Inc.	$25.9M	0.55%	0.03%	Not reported	Q2 2025
AMPAmeriprise Financial Inc	$25.4M	0.54%	0.06%	-1.1%	Q2 2025
NUENucor Corp	$25.3M	0.54%	0.05%	-1.0%	Q2 2025
IBMInternational Business Machines Corp	$25.1M	0.54%	0.01%	-16.5%	Q2 2021
SPGSimon Property Group Inc.	$24.4M	0.52%	1364.90%	-0.9%	Q2 2025
CRMSalesforce, Inc.	$24.4M	0.52%	0.02%	+2072.0%	Q4 2023
ZMZoom Communications, Inc.	$24.3M	0.52%	Not reported	+21.6%	Q3 2025
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$22.2M	0.47%	0.05%	-0.9%	Q2 2025
URIUnited Rentals, Inc.	$21.8M	0.47%	0.03%	-28.4%	Q2 2025
CICigna Group	$21.8M	0.46%	0.03%	+18.1%	Q2 2025
PFEPfizer Inc	$21.4M	0.46%	0.02%	+16.6%	Q2 2021
NTCTNetscout Systems Inc	$21M	0.45%	0.66%	+4.8%	Q1 2021
TPRTapestry, Inc.	$20.5M	0.44%	0.07%	New	Q2 2026
VVisa Inc.	$20.3M	0.43%	0.00%	-4.0%	Q1 2023
FOXAFox Corp	$20.3M	0.43%	38843600.00%	-1.0%	Q2 2025
INTUIntuit Inc.	$20M	0.43%	0.03%	Not reported	Q2 2025

Q1 2026Reported May 15, 2026354 positions
NVDANvidia Corp	$123M	3.01%	0.00%	+221.2%	Q1 2023
AAPLApple Inc.	$122M	3.00%	0.00%	+237.3%	Q1 2021
MSFTMicrosoft Corp	$88.8M	2.18%	0.00%	+189.3%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$88.4M	2.17%	Not reported	-20.5%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$84.2M	2.07%	Not reported	Not reported	Q2 2021
GOOGLAlphabet Inc.	$79M	1.94%	0.00%	+127.0%	Q2 2021
AMZNAmazon Com Inc	$65.4M	1.61%	0.00%	+245.8%	Q2 2021
JNJJohnson & Johnson	$54.5M	1.34%	0.01%	-13.0%	Q2 2021
USBUS Bancorp \de\	$54.3M	1.33%	0.07%	-8.2%	Q1 2021
CSCOCisco Systems, Inc.	$52.8M	1.30%	0.02%	+2.5%	Q1 2021
AVGOBroadcom Inc.	$50.1M	1.23%	0.00%	+194.7%	Q4 2023
CATCaterpillar Inc	$50M	1.23%	0.02%	-3.1%	Q4 2023
CMICummins Inc	$48.1M	1.18%	0.06%	-13.3%	Q2 2025
CVXChevron Corp	$43.4M	1.07%	0.01%	-18.6%	Q1 2021
JPMJPMorgan Chase & Co	$43.1M	1.06%	0.01%	-12.5%	Q1 2021
HIGHartford Insurance Group, Inc.	$41.9M	1.03%	0.11%	-20.4%	Q2 2025
GOOGAlphabet Inc.	$40.5M	0.99%	Not reported	-34.1%	Q1 2021
VZVerizon Communications Inc	$39.6M	0.97%	0.02%	+5.2%	Q2 2025
CCitigroup Inc	$38.8M	0.95%	0.02%	-13.5%	Q2 2025
BNYBank of New York Mellon Corp	$37.7M	0.93%	0.05%	-13.4%	Q1 2021
DALDelta Air Lines, Inc.	$36.3M	0.89%	0.08%	-13.3%	Q1 2021
EOGEog Resources Inc	$36.1M	0.89%	0.05%	-13.1%	Q1 2021
TSLATesla, Inc.	$34.4M	0.85%	0.00%	+455.1%	Q4 2024
MOAltria Group, Inc.	$34M	0.83%	0.03%	-7.7%	Q2 2025
SHELShell plc	$32.5M	0.80%	0.01%	-13.6%	Q2 2025
GSGoldman Sachs Group Inc	$32M	0.79%	0.01%	-12.0%	Q1 2021
SYFSynchrony Financial	$30.6M	0.75%	0.13%	-13.8%	Q2 2025
DUKDuke Energy CORP	$28.7M	0.70%	0.03%	-1.3%	Q2 2025
MUMicron Technology Inc	$27.8M	0.68%	0.01%	+22.3%	Q4 2025
ABBVAbbVie Inc.	$27.4M	0.67%	0.01%	+16.4%	Q2 2025
LLYELI LILLY & Co	$26.8M	0.66%	0.00%	+121.4%	Q2 2021
QCOMQualcomm Inc	$26.3M	0.65%	0.02%	-12.4%	Q2 2025
IBMInternational Business Machines Corp	$25.9M	0.64%	0.01%	-13.5%	Q2 2021
GMGeneral Motors Co	$25.8M	0.63%	0.04%	-13.2%	Q3 2025
NEENextera Energy Inc	$25.4M	0.62%	0.01%	+6513.4%	Q1 2021
KLACKla Corp	$25.2M	0.62%	0.01%	+384.2%	Q1 2024
AMPAmeriprise Financial Inc	$24.9M	0.61%	0.06%	-13.2%	Q2 2025
NFLXNetflix Inc	$23.5M	0.58%	0.01%	+424.5%	Q3 2024
MDTMedtronic plc	$23.2M	0.57%	0.02%	-13.3%	Q2 2025
FOXAFox Corp	$22.9M	0.56%	39241700.00%	+25.5%	Q2 2025
PFEPfizer Inc	$21.4M	0.53%	0.01%	-13.5%	Q2 2021
SPGSimon Property Group Inc.	$20.6M	0.50%	1377.26%	-25.4%	Q2 2025
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$20.3M	0.50%	0.05%	-13.5%	Q2 2025
URIUnited Rentals, Inc.	$19.6M	0.48%	0.04%	-17.7%	Q2 2025
NUENucor Corp	$19.4M	0.48%	0.05%	-31.8%	Q2 2025
VLOValero Energy Corp	$18.7M	0.46%	0.03%	New	Q1 2026
VVisa Inc.	$18.6M	0.46%	0.00%	+282.5%	Q1 2023
ZMZoom Communications, Inc.	$18.6M	0.46%	Not reported	-11.4%	Q3 2025
GDGeneral Dynamics Corp	$18M	0.44%	0.02%	-12.0%	Q4 2025
CICigna Group	$17.8M	0.44%	0.03%	-13.5%	Q2 2025

Q4 2025Reported Feb 11, 2026346 positions
QQQInvesco QQQ Trust, Series 1	$118M	3.21%	Not reported	-3.3%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$88.3M	2.40%	Not reported	-24.0%	Q2 2021
GOOGAlphabet Inc.	$67.2M	1.83%	Not reported	-19.0%	Q1 2021
USBUS Bancorp \de\	$60.7M	1.65%	0.07%	+8.6%	Q1 2021
JPMJPMorgan Chase & Co	$54M	1.47%	0.01%	-3.1%	Q1 2021
HIGHartford Insurance Group, Inc.	$53.6M	1.46%	0.14%	+15.6%	Q2 2025
JNJJohnson & Johnson	$53M	1.44%	0.01%	+3.8%	Q2 2021
CMICummins Inc	$52.6M	1.43%	0.07%	-11.8%	Q2 2025
CSCOCisco Systems, Inc.	$51.1M	1.39%	0.02%	+4.2%	Q1 2021
CCitigroup Inc	$46.1M	1.25%	0.02%	+8.7%	Q2 2025
DALDelta Air Lines, Inc.	$43.7M	1.19%	0.10%	+20.2%	Q1 2021
SYFSynchrony Financial	$43.5M	1.18%	0.15%	+16.4%	Q2 2025
BNYBank of New York Mellon Corp	$42.7M	1.16%	0.05%	+11.1%	Q1 2021
CATCaterpillar Inc	$41.7M	1.13%	0.02%	+0.8%	Q4 2023
NVDANvidia Corp	$40.8M	1.11%	0.00%	+11.0%	Q1 2023
MSFTMicrosoft Corp	$40.1M	1.09%	0.00%	+5.5%	Q1 2021
QCOMQualcomm Inc	$39.9M	1.08%	0.02%	+16.6%	Q2 2025
CVXChevron Corp	$39.3M	1.07%	0.01%	-9.0%	Q1 2021
AAPLApple Inc.	$38.8M	1.05%	0.00%	+1.1%	Q1 2021
GOOGLAlphabet Inc.	$37.9M	1.03%	0.00%	-0.4%	Q2 2021
GSGoldman Sachs Group Inc	$37.8M	1.03%	0.01%	-6.1%	Q1 2021
IBMInternational Business Machines Corp	$36.6M	0.99%	0.01%	+8.6%	Q2 2021
GMGeneral Motors Co	$32.4M	0.88%	0.04%	-3.4%	Q3 2025
MOAltria Group, Inc.	$32.2M	0.87%	0.03%	+8.4%	Q2 2025
AMPAmeriprise Financial Inc	$31.7M	0.86%	0.07%	+20.5%	Q2 2025
VZVerizon Communications Inc	$30.5M	0.83%	0.02%	+8.5%	Q2 2025
EOGEog Resources Inc	$30.2M	0.82%	0.05%	-10.3%	Q1 2021
MDTMedtronic plc	$29.7M	0.81%	0.02%	+8.5%	Q2 2025
SHELShell plc	$29.7M	0.81%	0.01%	+8.5%	Q2 2025
NUENucor Corp	$27.4M	0.74%	0.07%	+53.7%	Q2 2025
SPGSimon Property Group Inc.	$27.3M	0.74%	1846.54%	+45.7%	Q2 2025
URIUnited Rentals, Inc.	$26.4M	0.72%	0.05%	+28.4%	Q2 2025
DUKDuke Energy CORP	$26M	0.71%	0.03%	-20.5%	Q2 2025
LOWLowes Companies Inc	$24.9M	0.68%	0.02%	+8.6%	Q3 2025
ABBVAbbVie Inc.	$24.7M	0.67%	0.01%	+8.4%	Q2 2025
LNCLincoln National Corp	$23.5M	0.64%	0.28%	+58.2%	Q3 2025
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$23.4M	0.64%	0.06%	+8.7%	Q2 2025
CFCF Industries Holdings, Inc.	$22.9M	0.62%	0.19%	+983.2%	Q4 2024
FOXAFox Corp	$22.9M	0.62%	31274000.00%	-18.1%	Q2 2025
APTVAptiv PLC	$22.5M	0.61%	0.14%	+32.1%	Q3 2025
ZMZoom Communications, Inc.	$22.5M	0.61%	Not reported	+30.9%	Q3 2025
PFEPfizer Inc	$21.9M	0.60%	0.02%	+31.5%	Q2 2021
TMUST-Mobile US, Inc.	$21.8M	0.59%	0.01%	-12.9%	Q1 2024
CICigna Group	$21.3M	0.58%	0.03%	+8.7%	Q2 2025
AMZNAmazon Com Inc	$21M	0.57%	0.00%	+1.3%	Q2 2021
SNYSanofi	$20.4M	0.55%	0.03%	+8.7%	Q3 2025
DGDollar General Corp	$20.3M	0.55%	0.07%	+11.8%	Q3 2025
GDGeneral Dynamics Corp	$20.1M	0.55%	0.02%	New	Q4 2025
MUMicron Technology Inc	$19.2M	0.52%	0.01%	New	Q4 2025
AVGOBroadcom Inc.	$19M	0.52%	0.00%	+1.9%	Q4 2023

Q3 2025Reported Nov 14, 2025345 positions
QQQInvesco QQQ Trust, Series 1	$120M	3.34%	Not reported	-0.6%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$113M	3.17%	Not reported	-0.2%	Q2 2021
GOOGAlphabet Inc.	$64.4M	1.80%	Not reported	+66.4%	Q1 2021
JPMJPMorgan Chase & Co	$54.5M	1.52%	0.01%	-20.6%	Q1 2021
USBUS Bancorp \de\	$50.6M	1.41%	0.07%	+52.1%	Q1 2021
CMICummins Inc	$49.3M	1.38%	0.08%	+13.2%	Q2 2025
JNJJohnson & Johnson	$45.7M	1.28%	0.01%	+94.5%	Q2 2021
HIGHartford Insurance Group, Inc.	$44.9M	1.25%	0.12%	+20.6%	Q2 2025
CVXChevron Corp	$44M	1.23%	0.01%	+159.3%	Q1 2021
CSCOCisco Systems, Inc.	$43.6M	1.22%	0.02%	+6.1%	Q1 2021
MSFTMicrosoft Corp	$40.7M	1.14%	0.00%	-9.7%	Q1 2021
CCitigroup Inc	$36.9M	1.03%	0.02%	-16.0%	Q2 2025
NVDANvidia Corp	$36.8M	1.03%	0.00%	+57.0%	Q1 2023
GSGoldman Sachs Group Inc	$36.5M	1.02%	0.02%	-39.1%	Q1 2021
BNYBank of New York Mellon Corp	$36M	1.01%	0.05%	-22.2%	Q1 2021
AAPLApple Inc.	$36M	1.01%	0.00%	-21.9%	Q1 2021
EOGEog Resources Inc	$35.9M	1.00%	0.06%	+27.8%	Q1 2021
DUKDuke Energy CORP	$34.5M	0.96%	0.04%	-14.9%	Q2 2025
CATCaterpillar Inc	$34.5M	0.96%	0.02%	-19.1%	Q4 2023
MOAltria Group, Inc.	$34M	0.95%	0.03%	+13.0%	Q2 2025
QCOMQualcomm Inc	$33.3M	0.93%	0.02%	+45.4%	Q2 2025
IBMInternational Business Machines Corp	$32.1M	0.90%	0.01%	+11.1%	Q2 2021
SYFSynchrony Financial	$31.9M	0.89%	0.12%	-4.6%	Q2 2025
VZVerizon Communications Inc	$30.3M	0.85%	0.02%	-22.1%	Q2 2025
DALDelta Air Lines, Inc.	$29.7M	0.83%	0.08%	+13.1%	Q1 2021
TMUST-Mobile US, Inc.	$29.5M	0.83%	0.01%	+62.3%	Q1 2024
GOOGLAlphabet Inc.	$29.5M	0.82%	0.00%	-55.9%	Q2 2021
MDTMedtronic plc	$27.2M	0.76%	0.02%	+13.2%	Q2 2025
SHELShell plc	$26.6M	0.74%	0.01%	+11.5%	Q2 2025
AMPAmeriprise Financial Inc	$26.3M	0.74%	0.06%	+32.7%	Q2 2025
GMGeneral Motors Co	$25.2M	0.70%	0.04%	New	Q3 2025
URIUnited Rentals, Inc.	$24.3M	0.68%	0.04%	-23.9%	Q2 2025
FOXAFox Corp	$24.1M	0.67%	38195500.00%	-17.0%	Q2 2025
LOWLowes Companies Inc	$23.9M	0.67%	0.02%	New	Q3 2025
ABBVAbbVie Inc.	$23.1M	0.65%	0.01%	+3.3%	Q2 2025
RTXRTX Corp	$22.9M	0.64%	0.01%	-2.3%	Q1 2021
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$21.5M	0.60%	0.05%	+59.1%	Q2 2025
CGCarlyle Group Inc.	$21.3M	0.59%	0.09%	+27.1%	Q1 2025
CICigna Group	$20.5M	0.57%	0.03%	+60.7%	Q2 2025
EXEEXPAND ENERGY Corp	$20.1M	0.56%	0.08%	New	Q3 2025
MOSMosaic Co	$20.1M	0.56%	0.18%	-2.5%	Q2 2025
AMZNAmazon Com Inc	$19.7M	0.55%	0.00%	-32.4%	Q2 2021
APTVAptiv PLC	$19.3M	0.54%	0.10%	New	Q3 2025
METAMeta Platforms, Inc.	$19.3M	0.54%	Not reported	-23.5%	Q1 2021
SPGSimon Property Group Inc.	$19M	0.53%	1267.26%	-35.9%	Q2 2025
NXPINXP Semiconductors N.V.	$18.4M	0.51%	0.03%	New	Q3 2025
SNYSanofi	$18.2M	0.51%	0.03%	New	Q3 2025
AVGOBroadcom Inc.	$17.8M	0.50%	0.00%	-29.3%	Q4 2023
AESAes Corp	$17.2M	0.48%	0.18%	+15.0%	Q2 2025
PFEPfizer Inc	$17.1M	0.48%	0.01%	-21.7%	Q2 2021

Premium opens every quarter this fund has filed